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PPN MEMBER BENEFITS 401k Plan overview

Plan NamePPN MEMBER BENEFITS
Plan identification number 501

PPN MEMBER BENEFITS Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision

401k Sponsoring company profile

PATIENT-PHYSICIAN NETWORK HOLDING COMPANY GROUP HEALTH PLAN-97 TRUST has sponsored the creation of one or more 401k plans.

Company Name:PATIENT-PHYSICIAN NETWORK HOLDING COMPANY GROUP HEALTH PLAN-97 TRUST
Employer identification number (EIN):752718321
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PPN MEMBER BENEFITS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01
5012023-01-01SHANNON PENNEY
5012023-01-01SHANNON PENNEY
5012022-08-01
5012022-08-01SHANNON PENNEY
5012022-01-01SHANNON PENNEY
5012021-08-01
5012021-08-01SHANNON PENNEY
5012019-08-01
5012019-08-01SHANNON PENNEY
5012018-08-01
5012018-08-01SHANNON PENNEY
5012017-08-01
5012017-08-01SHANNON PENNEY
5012016-08-01
5012016-08-01SHANNON PENNEY
5012015-08-01
5012015-08-01SHANNON PENNEY
5012014-08-01
5012014-08-01SHANNON PENNEY
5012013-08-01
5012013-08-01SHANNON PENNEY
5012012-08-01
5012012-08-01SHANNON PENNEY
5012011-08-01
5012011-08-01SHANNON PENNEY
5012010-08-01
5012010-08-01SHANNON PENNEY
5012009-08-01
5012009-08-01SHANNON PENNEY
5012008-08-01
5012008-08-01SHANNON PENNEY
5012007-08-01
5012007-08-01SHANNON PENNEY
5012006-08-01
5012006-08-01SHANNON PENNEY
5012005-08-01
5012005-08-01SHANNON PENNEY
5012004-08-01
5012004-08-01SHANNON PENNEY
5012003-08-01
5012003-08-01SHANNON PENNEY
5012002-08-01
5012002-08-01SHANNON PENNEY
5012001-08-01
5012001-08-01SHANNON PENNEY
5012000-08-01
5012000-08-01SHANNON PENNEY

Form 5500 Responses for PPN MEMBER BENEFITS

2023: PPN MEMBER BENEFITS 2023 form 5500 responses
2023-01-01Type of plan entityMulitple employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: PPN MEMBER BENEFITS 2022 form 5500 responses
2022-08-01Type of plan entityMulitple employer plan
2022-08-01Submission has been amendedNo
2022-08-01This submission is the final filingYes
2022-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-08-01Plan is a collectively bargained planNo
2022-08-01Plan funding arrangement – InsuranceYes
2022-08-01Plan benefit arrangement – InsuranceYes
2021: PPN MEMBER BENEFITS 2021 form 5500 responses
2021-08-01Type of plan entityMulitple employer plan
2021-08-01Submission has been amendedNo
2021-08-01This submission is the final filingNo
2021-08-01This return/report is a short plan year return/report (less than 12 months)No
2021-08-01Plan is a collectively bargained planNo
2021-08-01Plan funding arrangement – InsuranceYes
2021-08-01Plan benefit arrangement – InsuranceYes
2019: PPN MEMBER BENEFITS 2019 form 5500 responses
2019-08-01Type of plan entityMulitple employer plan
2019-08-01Submission has been amendedNo
2019-08-01This submission is the final filingYes
2019-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-08-01Plan is a collectively bargained planNo
2019-08-01Plan funding arrangement – InsuranceYes
2019-08-01Plan benefit arrangement – InsuranceYes
2018: PPN MEMBER BENEFITS 2018 form 5500 responses
2018-08-01Type of plan entityMulitple employer plan
2018-08-01Submission has been amendedNo
2018-08-01This submission is the final filingYes
2018-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-08-01Plan is a collectively bargained planNo
2018-08-01Plan funding arrangement – InsuranceYes
2018-08-01Plan benefit arrangement – InsuranceYes
2017: PPN MEMBER BENEFITS 2017 form 5500 responses
2017-08-01Type of plan entityMulitple employer plan
2017-08-01Submission has been amendedNo
2017-08-01This submission is the final filingYes
2017-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-08-01Plan is a collectively bargained planNo
2017-08-01Plan funding arrangement – InsuranceYes
2017-08-01Plan benefit arrangement – InsuranceYes
2016: PPN MEMBER BENEFITS 2016 form 5500 responses
2016-08-01Type of plan entityMulitple employer plan
2016-08-01Submission has been amendedNo
2016-08-01This submission is the final filingYes
2016-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-08-01Plan is a collectively bargained planNo
2016-08-01Plan funding arrangement – InsuranceYes
2016-08-01Plan benefit arrangement – InsuranceYes
2015: PPN MEMBER BENEFITS 2015 form 5500 responses
2015-08-01Type of plan entityMulitple employer plan
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingYes
2015-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan benefit arrangement – InsuranceYes
2014: PPN MEMBER BENEFITS 2014 form 5500 responses
2014-08-01Type of plan entityMulitple employer plan
2014-08-01Submission has been amendedNo
2014-08-01This submission is the final filingYes
2014-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-08-01Plan is a collectively bargained planNo
2014-08-01Plan funding arrangement – InsuranceYes
2014-08-01Plan benefit arrangement – InsuranceYes
2013: PPN MEMBER BENEFITS 2013 form 5500 responses
2013-08-01Type of plan entityMulitple employer plan
2013-08-01Submission has been amendedNo
2013-08-01This submission is the final filingYes
2013-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-08-01Plan is a collectively bargained planNo
2013-08-01Plan funding arrangement – InsuranceYes
2013-08-01Plan benefit arrangement – InsuranceYes
2012: PPN MEMBER BENEFITS 2012 form 5500 responses
2012-08-01Type of plan entityMulitple employer plan
2012-08-01Submission has been amendedNo
2012-08-01This submission is the final filingYes
2012-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-08-01Plan is a collectively bargained planNo
2012-08-01Plan funding arrangement – InsuranceYes
2012-08-01Plan benefit arrangement – InsuranceYes
2011: PPN MEMBER BENEFITS 2011 form 5500 responses
2011-08-01Type of plan entityMulitple employer plan
2011-08-01Submission has been amendedNo
2011-08-01This submission is the final filingYes
2011-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-08-01Plan is a collectively bargained planNo
2011-08-01Plan funding arrangement – InsuranceYes
2011-08-01Plan benefit arrangement – InsuranceYes
2010: PPN MEMBER BENEFITS 2010 form 5500 responses
2010-08-01Type of plan entityMulitple employer plan
2010-08-01Submission has been amendedNo
2010-08-01This submission is the final filingYes
2010-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2010-08-01Plan is a collectively bargained planNo
2010-08-01Plan funding arrangement – InsuranceYes
2010-08-01Plan benefit arrangement – InsuranceYes
2009: PPN MEMBER BENEFITS 2009 form 5500 responses
2009-08-01Type of plan entityMulitple employer plan
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingYes
2009-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – InsuranceYes
2009-08-01Plan benefit arrangement – InsuranceYes
2008: PPN MEMBER BENEFITS 2008 form 5500 responses
2008-08-01Type of plan entityMulitple employer plan
2008-08-01Submission has been amendedNo
2008-08-01This submission is the final filingYes
2008-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2008-08-01Plan is a collectively bargained planNo
2008-08-01Plan funding arrangement – InsuranceYes
2008-08-01Plan benefit arrangement – InsuranceYes
2007: PPN MEMBER BENEFITS 2007 form 5500 responses
2007-08-01Type of plan entityMulitple employer plan
2007-08-01Submission has been amendedNo
2007-08-01This submission is the final filingYes
2007-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2007-08-01Plan is a collectively bargained planNo
2007-08-01Plan funding arrangement – InsuranceYes
2007-08-01Plan benefit arrangement – InsuranceYes
2006: PPN MEMBER BENEFITS 2006 form 5500 responses
2006-08-01Type of plan entityMulitple employer plan
2006-08-01Submission has been amendedNo
2006-08-01This submission is the final filingYes
2006-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2006-08-01Plan is a collectively bargained planNo
2006-08-01Plan funding arrangement – InsuranceYes
2006-08-01Plan benefit arrangement – InsuranceYes
2005: PPN MEMBER BENEFITS 2005 form 5500 responses
2005-08-01Type of plan entityMulitple employer plan
2005-08-01Submission has been amendedNo
2005-08-01This submission is the final filingYes
2005-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2005-08-01Plan is a collectively bargained planNo
2005-08-01Plan funding arrangement – InsuranceYes
2005-08-01Plan benefit arrangement – InsuranceYes
2004: PPN MEMBER BENEFITS 2004 form 5500 responses
2004-08-01Type of plan entityMulitple employer plan
2004-08-01Submission has been amendedNo
2004-08-01This submission is the final filingYes
2004-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2004-08-01Plan is a collectively bargained planNo
2004-08-01Plan funding arrangement – InsuranceYes
2004-08-01Plan benefit arrangement – InsuranceYes
2003: PPN MEMBER BENEFITS 2003 form 5500 responses
2003-08-01Type of plan entityMulitple employer plan
2003-08-01Submission has been amendedNo
2003-08-01This submission is the final filingYes
2003-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2003-08-01Plan is a collectively bargained planNo
2003-08-01Plan funding arrangement – InsuranceYes
2003-08-01Plan benefit arrangement – InsuranceYes
2002: PPN MEMBER BENEFITS 2002 form 5500 responses
2002-08-01Type of plan entityMulitple employer plan
2002-08-01Submission has been amendedNo
2002-08-01This submission is the final filingYes
2002-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2002-08-01Plan is a collectively bargained planNo
2002-08-01Plan funding arrangement – InsuranceYes
2002-08-01Plan benefit arrangement – InsuranceYes
2001: PPN MEMBER BENEFITS 2001 form 5500 responses
2001-08-01Type of plan entityMulitple employer plan
2001-08-01Submission has been amendedNo
2001-08-01This submission is the final filingYes
2001-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2001-08-01Plan is a collectively bargained planNo
2001-08-01Plan funding arrangement – InsuranceYes
2001-08-01Plan benefit arrangement – InsuranceYes
2000: PPN MEMBER BENEFITS 2000 form 5500 responses
2000-08-01Type of plan entityMulitple employer plan
2000-08-01Submission has been amendedNo
2000-08-01This submission is the final filingYes
2000-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2000-08-01Plan is a collectively bargained planNo
2000-08-01Plan funding arrangement – InsuranceYes
2000-08-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5938467
Policy instance 1
Insurance contract or identification number5938467
Number of Individuals Covered414
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $6,568
Total amount of fees paid to insurance companyUSD $1,896
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5938467
Policy instance 1
Insurance contract or identification number5938467
Number of Individuals Covered306
Insurance policy start date2022-08-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $7,950
Total amount of fees paid to insurance companyUSD $2,647
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedADD
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $49,965
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5938467
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5938467
Policy instance 1
Insurance contract or identification number5938467
Number of Individuals Covered464
Insurance policy start date2019-08-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $20,236
Total amount of fees paid to insurance companyUSD $646
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedADD
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $49,965
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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